Welcome to the Intro Rounds page! Here, you can easily view and schedule all your Intro Rounds.

Explore our interactive demo below to see how it works!

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Viewing Intro Rounds

Access a comprehensive view of your upcoming intros with matched members and review records of all past intros.

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Scheduling Intro Rounds

Schedule your Intro Round invitations with ease! Select the date and time, customize calendar invites, and choose how your members can schedule. You can also set up recurring rounds on a weekly, bi-weekly, or monthly basis, with flexible invitation options: opt-in, opt-out, or neither.

1

Choose a Flow

Customize the member experience with one of these flows:

2

Matching Rules

Once your invitations are customized, you can implement matching rules. These rules are based on the custom questions members answered during onboarding. You can match members based on similarity, within or across sub-groups, or create entirely custom rules. Additionally, you can rank the importance of each matching criterion to optimize the algorithm’s effectiveness.

Note: Tag Rules help you define relationships between tags, such as must match, cannot match, or can self-match, to fine-tune your matching strategy.

3

Matches

After setting up your invites and matching rules, you’ll see a list of all potential matches. Lock in these matches and customize your introductions further as needed.

4

Messaging

Next, personalize the emails that will be sent to each member before they receive their invitation to join the Intro Round. You can also further customize these emails in the Channels tab under Email, where you will find all of the email templates e.g. Introduction, Opt-In, Opt-Out, etc.

5

Feedback

Once members have connected, they will provide feedback on their experience, helping us to continually refine and enhance the process. You can also further refine the Feedback Form in the Customization tab.

Check out our interactive demo below to see the member experience of an Intro Round!

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Intro Round FAQs

  • Question: “Can you share an example of how a typical Intro Round works?”
    • Answer: “From a high-level, an Intro Round automates 1:1 connections between your members using an AI algorithm. You can customize the member experience by controlling opt-in/out settings, match review, scheduling and email templates. Members will receive either an opt-in or opt-out message, an intro to their match with a scheduling link (or no scheduling link to meet outside of the platform, if preferred), then they will connect and receive a feedback form.”
  • Question: “What’s the difference between ‘Send Invitations’ and ‘Send Introductions’ when scheduling an Intro Round?”
    • Answer: “When scheduling an Intro Round, you’ll notice two different dates and times that you must select:

      • The first, ‘Choose Time to Send Invitations,’ refers to the initial email asking members to either opt-in or opt-out based on which option you choose when customizing the Intro Round.

      • The second, ‘Choose Time to Send Introductions’, refers to the email sent to members who are in the Intro Round (either they opted-in if you chose opt-in when customizing, or didn’t opt-out if you chose opt-out when customizing) introducing them to their match.”

  • Question: “What happens if there are an odd number of sign-ups during an Intro Round?”
    • Answer: “If there’s an odd number of participants, one person won’t receive a match that round. However, our system ensures that this person will get a match in the next round.”
  • Question: “Can members opt-in to more than one Intro Round?”
    • Answer: “Yes, members can opt into as many Intro Rounds as they’d like.”
  • Question: “If a member joins after an initial opt-in round, will I have to create a new opt-in round when new people join? Or does the opt-in round re-populate for new members who join intros?”
    • **Answer: “If someone joins after an initial opt-in round has been scheduled or occurred, the opt-in round does re-populate every recurring Intro Round. This way, new members are included in the invitation to the Intro Round as well. So, you do not need to re-invite or re-create an Intro Round.”
  • Question: “How do I ensure good member engagement during Intro Rounds?”
    • Answer: “To ensure good engagement, we customize each introduction between members by highlighting the benefits of the match and including details on why members were paired together e.g. through give and take questions. We also send a reminder a day before each Intro Round with a calendar link to ensure it’s top of mind for members to join. We also follow up with a feedback form after each conversation to see if there are any areas for improvement.”
  • Question: “How to further help engage members who are not opting into Intro Rounds?”
    • Answer: “You can personalize your email outreach to non-participants, addressing their goals and offering help e.g. you can include a brief write-up or an engaging video explaining how Intro Rounds work and their benefits. Some clients have also created a dedicated section on their website as a hub for information. You can highlight top testimonials from satisfied members in emails, on your website, and in social media to create a sense of FOMO (fear of missing out) and encourage more members to join.”
  • Question: “Is there a way to pull the Intro Round matching data for every single person without having to search them individually? Similar to how I can generate a report, but with a number of matches.”
    • Answer: “The best way to do this would be exporting engagement on the Reports tab - of the engagement data, Intro Rounds is one of them. You could then sort by name and see how many matches everyone had, but there’s no direct way, for example, to have ‘Maya: 2 matches’, it instead would look like: ‘Maya : intro with David’ and ‘Maya: intro with Cat.’”
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